Edouard Robbes

President & CSO @ Pan Capital.
Seeking alpha in a beta world.
Thinking about strategy, markets, talent, technology, and building durable investment platforms.

[Edouard Robbes @EdouardRobbes]

@joelmcohen @joelmcohen, with your permission, we would be happy to feature your event in our daily newsletter, #AlternativeIntelligence, by @ThalesTrading, which goes out to hundreds of managers and investors. Like or DM if interested.

[Edouard Robbes @EdouardRobbes]

@wclemente Newsletters: Doomberg, No Mercy / No Malice (@profgalloway), Money Stuff (@matt_levine), Citrini (@Citrini7)...
Podcasts: Animal Spirits (@michaelbatnick and @awealthofcs), Capital Allocators (@tseides), Chat with Traders (@chatwithtraders), Alpha Exchange (@Dcurnutt)...

[Edouard Robbes @EdouardRobbes]

A thoughtful read by Paul Strigler on the impact of higher #InterestRate and other complex dynamics shaping the #EnergyTransition. @ThalesTrading

[Thalēs @ThalesTrading]

Curious about the impact of #interestrates on the #EnergyTransition sector? Our latest Perspective explores this often-overlooked topic. Discover how interest rates influence project economics, market dynamics, and potential opportunities for investors. #InterestRates

[Edouard Robbes @EdouardRobbes]

In our latest Thalēs Perspective, Paul Caruso, portfolio manager at Ancora Alternatives, explores how #macro and #geopolitical factors have transformed #agricultural markets. #hedgefunds #commodities

[Thalēs @ThalesTrading]

Major shifts underway in global #commodity markets - what do rising rates, geopolitical turmoil, and expanding renewable diesel capacity mean for ag trade flows? New Perspective looks at the trends reshaping crop prices. #commodities #agriculture

[Edouard Robbes @EdouardRobbes]

✅

[Marko Papic @Geo_papic]

Hey everyone who follows me... let's help my long time friend Cousin Jacob @JacobShap get to 10k donwloads on his latest podcast! Please! THANK YOU!

https://t.co/QR6qiovwbE

[Thalēs @ThalesTrading]

Via @business: The regulation significantly ramps up oversight of the biggest #hedgefunds. Rather than quarterly snapshots, watchdogs would get an almost real-time look at major events at managers that oversee at least $1.5B. #AlternativeIntelligence https://t.co/3yUga5J9ki

[Thalēs @ThalesTrading]

Via @efc_global: The #hedgefund industry has undergone a metamorphosis in the past five years as multi-strategy funds have come to dominate. As multi-strats have added assets under management, they've also added headcount. #AlternativeIntelligence https://t.co/JKNIJ8JH16

[NilssonHedgeIndexUpdate @IndexHedge]

NilssonHedge CTA Index Returns (2023-03-24): -0.41% 5-day: 0.16% MTD: -5.58% YTD: -4.44% More info at https://t.co/rGh1Uem7o2

[Thalēs @ThalesTrading]

Via @business:They may be less glamorous, but multi-strategy #hedgefunds such as Eisler Capital, @Citadel Verition Fund Management and Millennium Management have escaped the worst of the volatility sparked by the collapse of #SVB. #AlternativeIntelligence https://t.co/GUnn2xttfC

[NilssonHedgeIndexUpdate @IndexHedge]

NilssonHedge CTA Index Returns (2023-03-13): -3.28% 5-day: -5.67% MTD: -4.34% YTD: -3.19% More info at https://t.co/rGh1Uem7o2

[Edouard Robbes @EdouardRobbes]

Why did you launch a #hedgefund? In this piece, @ModianoDavid highlights the importance of a founder's vision and beliefs in defining a hedge fund's purpose and culture. @ThalesTrading

[Thalēs @ThalesTrading]

#Hedgefund founders must look inward to understand their motivations for wanting to start a fund. In our latest insight, we identify paths to launching a hedge fund and how important understanding "why" can be. Check out our latest insight here: https://t.co/IIp8xdRSvU

[Rose @rosedotai]

Our founder & CEO @abcampbell will be featured on The Stream webinar by @ThalesTrading next week

March 1st at 11:00a.m. EST

Register here ⬇️

https://t.co/A87RfCYtO0

[Thalēs @ThalesTrading]

Don't miss Alex Campbell from @rosedotai on The Stream, next Weds, March 1st! Learn how his technology saves time & augments intel. Unlock #data like a pro & gain clarity on complex questions. Join us at 11 a.m. EST to see what Rose AI can do for you. https://t.co/7D2OOBt8s2

[Edouard Robbes @EdouardRobbes]

@patrick_oshag Making planet earth great again!

[Edouard Robbes @EdouardRobbes]

@abcampbell https://t.co/l8fQ1s9sft

[Edouard Robbes @EdouardRobbes]

Honored to be cited along with @ThalesTrading in this @VennTwoSigma case study. Leveraging Venn allows us to streamline #hedgefund manager evaluation & create compelling narratives #institutionalinvestors. DM me to learn more about resources for manager due diligence.

[Venn @VennTwoSigma]

Thalēs uses Venn to identify, evaluate, and monitor managers rigorously, help develop compelling narratives for managers rooted in quantitative insights, and to interface with sophisticated investors increasingly relying on factor frameworks.
https://t.co/fUO1j97caZ

[Edouard Robbes @EdouardRobbes]

@Geo_papic shall I wear a suit for this?

[Thalēs @ThalesTrading]

Join us virtually on 12/1 as we sit down with Steve Drobny, Founder of the Clocktower Group, to discuss how #macromanagers have evolved, how platform dominance affects strategy, & why #institutionalinvestors should reconsider macro. https://t.co/ezv5gdyEWg #AgoraConference

[Thalēs @ThalesTrading]

As markets continue to face #macroeconomic & #geopolitical headwinds, could we be witnessing the dawn of a #macro renaissance? On December 1st, Thalēs will host the next virtual opus of its #AgoraConference: Macro Dislocations. Save your seat today! https://t.co/ezv5gdQgkQ

[Edouard Robbes @EdouardRobbes]

Dear #macro and #hedgefund #allocators, this one is for you! Hear from @JulietteJDI and other thought leaders as we unpack the macro story during the #AgoraConference on December 1st.

[Thalēs @ThalesTrading]

Join us virtually on December 1st as @JulietteJDI, Founder & CEO at JDI Research Ltd, analytically unpacks the #macro picture through a statistical and psychological lens. #AgoraConference https://t.co/ezv5gdyEWg

[Edouard Robbes @EdouardRobbes]

Dear #macro and #hedgefund #allocators, this one is for you! Join us on December 1st as we unpack the macro story with industry thoughts leaders, pioneers, and legends.

[Thalēs @ThalesTrading]

Want to know what's going on in #Russia? Join us as we chat with Al Breach, PM @ Gemsstock Fund LP, on how the #Russianeconomy has fared since being cut off from SWIFT, having their stock market frozen, & central bank assets frozen abroad. #AgoraConference https://t.co/ezv5gdyEWg